See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,041 | $47,479-93.6% | $62,929-95.2% | $82,448-96.3% |
| Participation rate | 64.4% | 66.9%-2.4pp | 73.1%-8.7pp | 68.1%-3.6pp |
| Annual return | 27.71% | 20.34%+7.4pp | 1063.93%-1036.2pp | 41.64%-13.9pp |
| Employer contribution / active EE | $180 | $1,885-90.5% | $2,505-92.8% | $2,551-93.0% |
| Participant deferral / active EE | $817 | $2,870-71.5% | $3,888-79.0% | $4,139-80.3% |
| Admin fee / account holder | $354 | $3,804-90.7% | $5,065-93.0% | $7,234-95.1% |